Previous Topic: Report WizardNext Topic: Defining Report Criteria


Criteria Tab

The Criteria tab of the Report Wizard is used to define the basic criteria used to generate the report, including the report type and the filters that determine which data is included. In addition, the Criteria tab allows you to select a method for aggregating the data and a method for grouping the results along a third dimension beyond the axes defined by the report type. New reports can be defined from scratch or based upon an existing favorite report previously saved to the system.

Field

Description

Based on favorite

Select the report to use as a template for the report

Simple Report type

Select the type (Y-Axis) of the simple report you want to define

by

Select information shown on the X-Axis of the report you want to define

Include Target

[When available]. Select when you want to include the target in the report

Include Forecast

[When available]. Select when you want to include the forecast in the report

Business data only

[When available].Select when you want to include business data only

Grouped by

Select the entity by which to group the report results

Aggregation

Select the way results are aggregated

Metric type

Select the metric type and click More to select additional metric types.

Contract Party

Select the contract party

Contract

Select the contract

Metric(s)

Select the metrics to include. Click More to select additional metrics or remove metrics from the report

Service

Select the service

Service Domain

Select the service domain

Domain Category

Select the domain category

Cluster Item(s)

Select the resource or resource group cluster items. Click More to select additional resources or remove resources from the report

Main Indicator

Select whether the main indicator is a service or contract

Time Range

Define the time range of the data included in the report

See Defining Report Criteria for more information.